Source Management




Potential clients may come from different sources, but it is important to understand where your potential

clients come from the most. Intimate CRM allows you to insert where your potential clients came from,

e.g. cold call, search engine, email enquiry, exhibitions and referral etc.


This enables your company to find out the most effective promotion channel, and do more promotions on

that area, to find more potential clients and expands business opportunities.